Affinity Accounting & Advisory Ltd
111 Customhouse Quay, Wellington Central, Wellington 6011, New Zealand
(2)
111 Customhouse Quay, Wellington Central, Wellington 6011, New Zealand
(2)
Affinity Accounting and Advisory Limited provides accounting, taxation and business development services to businesses and not-for-profit entities. These services are not just around ticking boxes, but rather focused on the clients’ distinct goals to help them achieve successful results.
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2 customer reviews
Julian Clark
Accounting
Very welcoming, professional and helpful.
Reply from Affinity Accounting & Advisory Ltd
Thanks Julian!
Hugh Davies
Accounting
Affinity accounting had clear communication and were efficient and easy to work with
What kind of accounting services do you provide?
Accounting and Tax services - financial statements, tax returns and other statutory filings.
Business Advisory - regular, structured business coaching, planning and ad-hoc business advice when you need it.
Business Support services - GST returns, Xero setup and training, company formations and return filing, payroll setup and support.
Why is it so important for businesses to hire a great accountant?
You need a reliable accountant that you can depend on to keep on top of the finances and taxes. You need an excellent communicator who is able to educate you on business finances, tax and strategy so you have a better understanding of your business. You need an accountant who is available to answer your questions when you need them. You need an accountant that can help your business be the best it can be.
What do you love most about your job?
Helping our clients realise their business potential. Seeing businesses grow and being a part of that growth. Helping clients gain a better life balance where they don't spend so much time IN the business.
What inspired you to start your own business?
Helping client's and their businesses over the last 25 plus years became a driver to join them. It was also to design the work that we like to do, who we work with and how we do it.
Why should our clients choose you?
We want to actively engage with you. We don't hide behind emails with the way we communicate. We prefer to meet with each of our clients at least annually in person or via an online meeting.
We are a boutique accountancy firm with decades of experience in our field. You will work directly with the owner and support staff.
We want to take your business further. Together.
Can you provide your services online or remotely? If so, please add details.
We can meet in person at our offices in the Wellington CBD, online via Teams/Zoom or at your place of business.
Financial Statements Preparation
Income Tax Returns
GST Returns
Tax Planning
Business Advisory
Business Planning
A great Business Planning process gets to the heart and soul of your business. Upon completion of pre-work, we’ll have a greater understanding of your vision and values to facilitate a four-hour planning session to help you create a clear one-page Business Plan.
The outcome of this process is to identify and prioritise goals (both short and long term), create strategies to achieve your goals, enable you to review actual performance against targets, and establish a 90 Day Action Plan to address immediate and critical issues.
Importantly, this process eliminates a factor that is too common in business - procrastination!
Business Accountability Coaching
As a business owner, you can sometimes feel alone and unsupported - spending little time working on your business and feeling trapped in the day-to-day pressures of working in your business.
Our Quarterly Coaching service provides you with increased accountability and support, so you achieve the results you want from your business.
The outcomes include increased profitability and cashflow, customised reporting templates to measure actual performance against forecasts, and access to an expert sounding board to ensure you continue working towards your goals.
Management Reporting
If you’re not measuring your financial results and key drivers in your business, you can’t properly manage them or implement meaningful improvement strategies and achieve your business goals.
Your monthly/bi-monthly/quarterly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up-to-date information on which to base your decisions. Regularly monitoring your key drivers and financial results ensures you’re on track to achieve your goals.
We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month we’ll send you a report followed by a 15-minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals.
Annual Forecasting
Cash is the lifeblood of any business; even a profitable business can fail because of poor cashflow.
Every business should undertake an annual Cashflow Forecast to aid their planning and decision-making. We want you to be proactive in managing your cashflow - not assuming you only need one if the bank asks for it.
When you know how much money will be coming in and out of your business and when, you can confidently plan and execute desired growth and improvement strategies to achieve positive change.
